Holdings
Heard Capital LLC
As of Jun 30, 2026, Heard Capital LLC reported 20 positions worth US$2.24B. Largest: Lam Research Corporation, Transdigm Group Inc. and Fair Isaac Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Lam Research Corporation | 758K | US$328M | −313K | Jun 30, 2026 |
| Transdigm Group Inc. | 186K | US$248M | +7,679 | Jun 30, 2026 |
| Fair Isaac Corporation | 196K | US$234M | +17,117 | Jun 30, 2026 |
| Apollo Global Management, Inc. (new) | 1.69M | US$200M | +8,790 | Jun 30, 2026 |
| Anterix Inc. | 1.72M | US$177M | no change | Jun 30, 2026 |
| Palantir Technologies Inc. | 1.39M | US$162M | +68,101 | Jun 30, 2026 |
| Aerovironment, Inc. | 904K | US$149M | +183K | Jun 30, 2026 |
| Blackstone Inc. | 1.22M | US$143M | −15,290 | Jun 30, 2026 |
| Bloom Energy Corporation | 449K | US$136M | new | Jun 30, 2026 |
| Marvell Technology, Inc. | 448K | US$133M | new | Jun 30, 2026 |